Product & Service Launches – 11/14/24

Endeavor Retirement Debuts Plan Policy, Litigation Resources 

Bonnie Treichel, an ERISA attorney and the chief solutions officer at Endeavor Retirement, announced new resources available for advisers and plan participants. The resources aim to assist advisers with explaining to participants the different influences on their retirement plans, including how recent legislation and regulations may impact their choices.  

Endeavor has added popular topics that are now available through the Navigator platform. This includes information about target-date funds, inflation and new provisions available under the SECURE 2.0 Act of 2022. These resources are available in two formats: an adviser-facing piece and a participant-facing piece. 

A Navigator membership will provide advisers access to all of Endeavor’s participant content, as well as monthly and quarterly resources to help them grow and improve their retirement practice. 

Future Capital Integrates 401(k) Platform With SS&C 

Future Capital, a registered investment adviser specializing in personalized retirement solutions, announced a partnership and technology integration with SS&C’s Black Diamond Wealth Platform.  

Through this collaboration, Future Capital’s recently launched Construct platform will be integrated into Black Diamond, providing more than 2,700 wealth management firms with direct access to manage their clients’ “held-away” 401(k) assets. 

Advisers will gain access to the Future Capital platform directly from Black Diamond. Clients can also view their accounts via the Black Diamond client portal. 

“By integrating Construct into the Black Diamond platform, we’re making it faster and easier for advisors to efficiently manage all of their clients’ assets in one place, including complex held-away retirement accounts,” said Jay Jumper, Future Capital’s founder and CEO, in a statement. 

LeafHouse Announces Launch of Alta Trust’s CIT 

LeafHouse Financial Advisors LLC announced that Alta Trust Co. launched the Alta Privately Managed Alts Fund, a collective investment trust.  

The CIT’s investments will include private investments managed by Apollo and Franklin Templeton. Alta Trust serves as the CIT trustee. 

The launch of the Alta Privately Managed Alts Fund marks an expansion of the RetireGuide adviser managed account solutions, which allocate multi-asset portfolios depending on plan participant needs and profiles. The Alta Privately Managed Alts Fund is designed to seek capital appreciation and income primarily through alternative investment exposure. 

Voya Enhances Digital Absence Portal, Claims Experience 

Voya Financial Inc. announced enhancements to its online absence management platform, myBenefitsHub. The refreshed portal experience aims to offer a more intuitive experience, enabling employers and employees to submit and manage absence requests through a “seamless experience.” 

Specifically, myBenefitsHub enhancements will include: an intuitive claims submission process, greater education offerings and a robust absence dashboard. 

The refreshed myBenefitsHub experience will be available for new Voya absence management customers beginning January 1, 2025, with current clients expected to migrate to the new experience in December 2024. 

Integrity Partners With TGA Financials 

Integrity Marketing Group LLC, a provider of life and health insurance, as well as wealth management and retirement planning solutions, announced it has partnered with TGA Financials, an independent marketing organization based in The Woodlands, Texas.  

Through its Integrity partnership, TGA Financials plans to leverage Integrity’s technology to expand financial literacy to more Americans.  

Integrity’s platform includes the LifeCenter technology platform, which offers insurance agents instant online quoting and enrollment capabilities. LifeCenter also helps agents quickly access critical client information and more efficiently manage their business through Ask Integrity—an artificial intelligence-powered and voice-activated customer service solution.